Tuesday, 04 March 2014 08:32

Does Your Company Truly Understand Business Analysis?

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“What we have here is failure to communicate.” This is the catchphrase of a once very popular movie. And while the theme of this movie has nothing to do with the corporate business world, its meaning most certainly does. But first, a disclaimer. I do not consider myself to be a practitioner of business analysis or requirements management. Nor do I see myself as a leading expert on the subject. There are many knowledgeable subject-matter experts who, on a regular basis, enlighten the unenlightened with their knowledge, technical insights, instructive books and articles. I consider myself to be an avid consumer of this information. And in my current and previous responsibilities as director of a number of Business Analysis Center of Excellence (CoE) areas, I struggle on a daily basis with how to promote greater awareness of this critical practice, its value and communicating the work effectively.

If you are a business analyst, you have no doubt seen the many humorous comic strips lampooning business analysis. There are plenty from Dilbert, which will continue to be thought-provoking and amusing. My personal favorite of all time is the “Tree Swing” parody. You have seen it in its many forms and variations. It graphically illustrates the “want” of the client or customer versus the interpretation of an analyst. I have always felt, however, that this, albeit very witty pun, misses what is at the very core of the challenges business analysis is confronted with from the very initiation of any project endeavor. From the very moment a concept moves from an idea to intake process to an approved and an accepted project, analysis work is often hampered by, if not restricted to, a collective agreement of the “work” and a definition of this effort as a “project.” This occurs very early on in the process. This understanding is then shared with business sponsors, executive members and influential stakeholders who then form their expectations of delivery and benefits to their respective organizations. Furthermore, the enterprise embarks on delivering this work by a set of guidelines focused more on projected financial expectations, compliance to methodologies and audits of delivered artifacts than the real work it intended in the first place. While the analysts hear and understand what the customer or client wants, the ultimate analysis delivered may be short on substance and heavily predisposed by the controls inherent in managing projects to the above expatiations. In other words, it may be necessary to place the “Tree Swing” running through the middle of the tree trunk. Yes, I know this is intuitively illogical.

At issue here is that process dominates project administration and business analysis is inaccurately helmed in as a “process” component and not as a value-added set of activities. In addition, the responsibilities of project administration and business analysis are often blended, further compounding how best to position and communicate the importance of analysis work. These blended approaches occur at times in spite of admitted anxieties by many project administrators and relationship managers — anxieties about their lack of understanding of the intrinsic tasks involved in business analysis. While it is fundamentally understood that there would be no symphony without the musicians, no construction without its complement of engineers and craftsmen, or a dish delivered to your table without a supporting workforce of sous chefs and servers, the common theme, especially with information technology undertakings, is that a music conductor, an architect or the head chef is more than enough to execute and deliver on a project. At times, the business analysis resources are only needed to produce project artifacts in order to comply with “process,” and thus more administration of projects may be deemed necessary instead. A casual review of organizational structures of resources across most industries, but particularly with information technology, verifies this ratiocination — there are more chiefs than Indians.

So how then can this corporate superintended oversight be corrected? If at the most central core, what analysts and requirements subject-matter experts do, as defined by the International Institute of Business Analysis (IIBA); that is, to liaise “…amongst stakeholders in order to understand the structure, policies, and operations of an organization, and to recommend solutions that enable the organization to achieve its goal…” How then can this discipline, the resources that support it and the mission they constituently have best communicate these consequential sets of tasks and events in a project enterprise? The answer is both progressive and incontrovertible. If the impetus of a project is to realize a value proposition, then the definition of that value proposition is paramount to the success of the venture. The monitoring, execution and delivery of the value proposition must not supersede the purpose and meaning of the undertaking. There must be recognition at the highest level of the executive that if it is critical to budget, plan, schedule, monitor and control a project, it is even more vital to elicit, define the problem opportunity, validate the proposed solutions and articulate the solution across the enterprise. A concerted effort must be given to place this field of work in a position of project co-ownership to enable better communications and project oversight. This group must not be relegated to just “capturing” requirements and delivering a “document” as this will only further support uninformed perceptions or executive expedience.

I am not trying to wag the dog. To the contrary. I do recognize the importance and the role of project administration, the need to manage tasks and resources, as well as the bottom line. I know all too well the pressures of market competitiveness, heavily regulated environments, leaner workforces and faster demands for speed-to-market. I am, however, acknowledging the dog as a whole. There must be a refocus of this conversation, the thoughts and the verbal emphasis to this — the body of work that exists between the head and the tail, or in the case of the “Tree Swing” cartoon, the reason for the tree swing in the first place. This is where the work happens. And organizations with a Business Analysis CoE, a well-established body of business analysts or a burgeoning group of operational subject-matter experts stand to benefit markedly more than they do today if there is realignment and a much more receptive view to what they have to offer, so that no one in my position or others with similar responsibilities is heard remarking the well-known line by actor Strother Martin in the movie “Cool Hand Luke.”

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Robert Roldan

Robert Roldan is a VP and Program Director of Business Analysis Center of Excellence (BA CoE) with TD Bank.

Robert has over 20 years of IT knowledge within the Financial and Healthcare industries and has held positions that included managing business analysis competencies, business requirements management model office concepts and ALM integration.


+2 # Stephen Sanchez 2014-03-04 12:53
I completely agree. Half of the battle or challenge with the BA role in an organization is the underestimation of the value prop of analysis and trying to convince stakeholders behind the merit of the BA's analysis approach. More often than not the Analyst is constrained and can't fully execute to the best of their ability until they have full sponsorship from the project team and organization and even then due to constraints it may only be half attempt at best....
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+2 # Jack Frano 2014-03-04 15:37
It is our position at, Adaptive Growth, that describing and documenting the "value proposition" or the project's strategic businesses objectives (what we call them) is paramount to the project's success.

The "value proposition" or the project's strategic businesses objectives is an element of the approach we use to insure the critical expectations for all phases of the project are documented as requirements,
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+4 # Steve Blais 2014-03-08 10:56
While some of us view business analysis as a profession, most appear to view it as an ancillary craft or support activity to software development, much as testing, which is also not viewed as a profession. As business analysts become clearer about their role in the organization, not just the software development team, the attitude of the organization will change. Considering that just about every aspect of the business from prospecting for sales, to the business processes, to acquisitions and mergers, to IPOs, and even to the dissolution of a failed corporation all depend on business analysis. If you removed business analysis from an organization the organization would come to a stand still. Think about it. And yet, business analysis gets no respect.
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